To: Board of Supervisors
From: Dr. Ori Tzvieli, Interim Health Services Director
Report Title: Contract #77-782 with HealthPlanCRM, LLC, (dba Cavulus)
?Recommendation of the County Administrator ? Recommendation of Board Committee
RECOMMENDATIONS:
APPROVE and AUTHORIZE the Interim Health Services Director, or designee, to execute on behalf of the County a Master Subscription and Services Agreement with HealthPlanCRM, LLC, d/b/a Cavulus, a Delaware limited liability company (Cavulus), in an amount not to exceed $510,000, for a hosted Medicare Advantage customer relationship management software application and services for Contra Costa Health Plan (CCHP) for the period from June 24, 2025 through June 23, 2028.
FISCAL IMPACT:
This Contract will result in contractual service expenditures of up to $510,000 over a 3-year period and will be funded 100% by Contra Costa Health Plan Enterprise Fund II.
BACKGROUND:
This Contract meets the needs of CCHP by providing an electronic Customer Relationship Management (CRM) system. CCHP requires a Medicare Advantage CRM system for enrollment functions that meet all federal and state regulatory requirements. Cavulus' MedicareCRM and Enrollment Channel Management (ECM) are cloud-based (hosted) member acquisition solutions specially designed for organizations such as CCHP, whose members may qualify as dual-eligible healthcare beneficiaries eligible for Medicare and Medicaid services. For that reason, Special Needs Plans (D-SNP) from Medicare Advantage provide a way to manage healthcare services under one policy. CCHP members with dual eligibility status can sign up for a type of D-SNP. Cavulus offers a solution tailored to the unique compliance and operational needs of a D-SNP Medicare Advantage (MA) plan that can integrate into CCHP's electronic health records system. CCHP must comply with, Department of Health and Human Services Centers for Medicare & Medicaid Services regulations outlined in 42 Code of Federal Regulations (CFR)...
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